Latest Institutional Sells of Vanguard Mun Bd Fds Tax Exempt (VTEB)
This list provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-160- 1.33% |
$7.68K - $8.08K
|
11.8K
$593K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.6K- 17.72% |
$968K - $998K
|
90.8K
$4.54M
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-18.2KClosed |
$901K - $929K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.3K- 53.29% |
$659K - $680K
|
11.7K
$584K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-11.9K- 70.41% |
$589K - $608K
|
5K
$250K
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.23K- 10.29% |
$60.7K - $62.6K
|
10.7K
$535K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-597- 24.49% |
$29.6K - $30.5K
|
1.84K
$92.1K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-570- 1.77% |
$28.2K - $29.1K
|
31.6K
$1.58M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-425- 9.49% |
$21K - $21.7K
|
4.06K
$203K
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-157- 2.22% |
$7.77K - $8.02K
|
6.91K
$346K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 16.37% |
$5.94K - $6.13K
|
613
$30.7K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 0.2% |
$1.24K - $1.28K
|
12.3K
$615K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-164K- 96.95% |
$8.09M - $8.37M
|
5.16K
$258K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 51.01% |
$1.06M - $1.1M
|
20.7K
$1.04M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10K- 45.48% |
$494K - $511K
|
12K
$600K
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.2K- 5.2% |
$404K - $418K
|
150K
$7.48M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.28K- 46.97% |
$310K - $320K
|
7.09K
$355K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.79K- 24.59% |
$138K - $142K
|
8.55K
$428K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.56K- 27.13% |
$76.9K - $79.6K
|
4.19K
$210K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 43.04% |
$40.2K - $41.6K
|
1.08K
$54K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-730- 14.52% |
$36K - $37.2K
|
4.3K
$215K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 50.0% |
$31.6K - $32.7K
|
641
$32.1K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-585- 9.29% |
$28.9K - $29.8K
|
5.71K
$286K
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-466- 4.24% |
$23K - $23.8K
|
10.5K
$527K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-128K- 71.64% |
$6.09M - $6.42M
|
50.8K
$2.54M
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-124K- 61.81% |
$5.9M - $6.22M
|
76.8K
$3.84M
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-120KClosed |
$5.71M - $6.02M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.4K- 76.82% |
$2.16M - $2.27M
|
13.7K
$685K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-32.1K- 69.45% |
$1.53M - $1.61M
|
14.1K
$707K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-19.6KClosed |
$931K - $981K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.2K- 62.51% |
$771K - $813K
|
9.74K
$487K
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.8K- 19.82% |
$466K - $491K
|
39.7K
$1.98M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.53K- 50.42% |
$453K - $477K
|
9.37K
$469K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-6.18K- 23.64% |
$293K - $309K
|
20K
$998K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.87K- 54.87% |
$279K - $294K
|
4.83K
$242K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.66K- 87.07% |
$269K - $283K
|
840
$42K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.57K- 0.82% |
$264K - $279K
|
675K
$33.8M
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.9K- 48.04% |
$233K - $245K
|
5.3K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.85K- 19.68% |
$230K - $243K
|
19.8K
$989K
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.82K- 85.73% |
$134K - $141K
|
470
$23.5K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.78K- 12.24% |
$132K - $139K
|
20K
$999K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.57K- 14.91% |
$74.5K - $78.5K
|
8.96K
$448K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$55.8K - $58.8K
|
5.87K
$294K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-875- 18.52% |
$41.6K - $43.8K
|
3.85K
$193K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 54.59% |
$5.94K - $6.26K
|
104
$5.2K
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.45% |
$4.47K - $4.71K
|
20.8K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.19% |
$950 - $1K
|
10.7K
$534K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-335K- 16.28% |
$16.1M - $17.2M
|
1.72M
$86.3M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-59K- 76.2% |
$2.84M - $3.02M
|
18.4K
$921K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-46.1K- 26.44% |
$2.22M - $2.36M
|
128K
$6.42M
|